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pinnacleentmgmt
Level 1

How do I reverse a credit card transaction?

 
3 Comments 3
LauraAB
QuickBooks Team

How do I reverse a credit card transaction?

Hi there pinnacleentmgmt,

 

Thanks for joining us and being a part of the QuickBooks family! From your question, it sounds like you're also using QuickBooks Payments, which is a great for accepting customer payments online using credit card.

 

When it comes to refunding a credit card payment made through QuickBooks Payments, there are a few steps to follow. I have an article that outlines the steps you need to take: Refund a credit card payment

 

If you'd like to take the extra step of making sure it was processed in the back end, feel free to give the Payments team a call at 1-833-317-2226 from Monday to Friday between 9 a.m. and 8 p.m. ET. An agent can even help walk you through the steps if you'd like!

 

That should get you on your way. Take care and have a wonderful week. :)

leaman5
Level 1

How do I reverse a credit card transaction?

Client has posted all the credit charges as payments and vise versa is there any easy way to reverse these entries

 

PatriciaT
QuickBooks Team

How do I reverse a credit card transaction?

Hi leaman5,

 

Thanks for joining us here. Ensuring your books are accurate is essential for the running of your business. I'll be happy to help.

 

Once you enter a transaction in the system, you can't switch it to another transaction type. If a selected transaction type wasn't correct when saving an entry, you'd need to delete the entry and re-enter it as desired. To guide you with this, here are some articles.

For any further assistance, don't hesitate to reach out to our tech support team.

 

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